Should Your Agency Rely on a Carrier Portal to Access a Policy?
What is an agency’s responsibility or best practice regarding maintaining an electronic copy of the full policy document in their agency management system?
Agency Operations
AN Radio: Making the Most of Agency Ownership Transition
On this episode of Agency Nation Radio hosted by Harrison Brooks, partner at Reagan Consulting, Doug Smart, president, and Kyle Becker, vice president, from Smart Insurance in Abeline, Kansas discuss independent insurance agency ownership transitions.
How our Community is Finding and Keeping Great People in The Great Resignation
Recently. we’ve all been bombarded with stories about “The Great Resignation” as we experience a once-in-a-generation transformation of the job landscape. Recent surveys show that as many as one in every two workers are considering a job change.
Virtual Brainstorming for an Innovation Advantage for Hybrid and Remote Insurance Agent Teams in the Future of Work
Fear of losing their innovative edge pushes many leaders to reject hybrid and virtual work arrangements. Yet extensive research shows that hybrid and remote teams can gain an innovation advantage and outcompete in-person teams by adopting best practices f
AN Radio: Agency Perpetuation with Sarah Brown, Keller Brown Insurance
Jim Schubert, CEO of Southern States Insurance in Alpharetta, Georgia, interviews Sarah Brown, president and CEO of Keller Brown Insurance Services in Shrewsbury, Pennsylvania, about perpetuating her parent’s independent insurance agency and how the pande
3 Ways to Prepare Your Agency for a High-End Valuation
If you’re buying an agency, these characteristics are important to understand to ensure you don’t overpay. If you’re a seller, knowing these characteristics before going to market allows you to maximize your deal.
Move Your Agency from High Maintenance to High Performance
Shift your agency from reactive and uncommunicative to proactive and clear by incorporating these three elements into your culture.
8 Questions to Ask If You’re Thinking About Joining an Insurance Cluster
Pooling your book of business with other agents’ books to increase buying power may sound appealing, but is the opportunity a good fit?
Engaging and Retaining Employees During the ‘Big Quit’
Get through a tight labor market with 10 techniques to increase employee engagement and reduce turnover.
The Perils of Handling Brokered Business
A common error that agencies make when handling brokered business is failing to review the policy for accuracy before forwarding it to the client.
